AMD Gets Citi Buy Rating as Analyst Eyes Major Meta GPU Opportunity
The upgrade is driven by strong GPU growth potential and AMD emerging as a key second supplier in the AI chip market.
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Celsius Gets Outperform Rating as Bernstein Starts Coverage on Five Beverage Stocks
Bernstein also rated Monster, Coca-Cola, PepsiCo, and Keurig Dr Pepper.
Morgan Stanley: Alcoa’s Sharp Selloff on Alumina Pressure Appears Overdone
Alcoa shares fell on Wednesday after profit warnings on alumina losses driven by energy costs and geopolitical disruptions. Morgan Stanley remains positive.
BTIG Starts Coverage on VOYG with Buy Rating on Defense Growth
BTIG sees Voyager as a Buy with $55 target (~33% upside), boosted by defense deals, acquisitions, and strong bullish trading signals.
Intel Stock Surges as BofA Projects Strong Growth, Sees $6+ EPS by 2030
BofA boosts Intel to Buy, citing AI agent CPU boom and improved manufacturing outlook.
Crusoe Pauses 1.8GW Wyoming Data Center — Morgan Stanley Stays Bullish on Bloom Energy
Crusoe paused a huge Wyoming data center project; Bloom Energy deal involved, but analysts say long-term outlook stays strong.